Matthew Westhafer (CRD# 2955821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensburg, IN and has over 21 years of experience in the finance industry.
CRD# 1720485
State Farm Investment Management Corp.
CRD# 2503806
Smi Advisory Services, LLC
CRD# 6206394
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Greensburg, IN | Mar 2023 - Current | 1 |
| Robert W. Baird & Company Incorporated | Greensburg, IN | Oct 2019 - Mar 2023 | 3 |
| Hilliard Lyons | Greensburg, IN | Jan 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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